CWM, LLC's iShares S&P 100 ETF Holding Summary
As of 2025-03-31, CWM, LLC held 415,396.00 shares of iShares S&P 100 ETF(OEF), totaling $112.50 Mil. This investment constitutes 0.45% of their stock portfolio, and CWM, LLC now holds 0.67% of the outstanding iShares S&P 100 ETF(OEF) stock.
The initial trade took place in 2014Q1. And since then CWM, LLC has made 7 purchases of OEF, at an average price of $233.24, for a total of 939,182.00 shares. In addition, there have been 12 sales at an average price of $238.11 for 523,786.00 shares. Based on historical transaction data and OEF's current price of $309.94, CWM, LLC's estimated gain on his OEF holdings is $34.41 Mil, reflecting a 15.71% gain to date.
CWM, LLC OEF ($309.94) Holding Chart
CWM, LLC OEF ($309.94) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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